CWA
CSGP icon

CM Wealth Advisors’s CoStar Group CSGP Stock Holding History

CM Wealth Advisors’s Portfolio CSGP Stock Details CSGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,761
Closed -$348K – 96
2024
Q1 		$348K Buy
+3,761
New +$324K 0.1% 120
2023
Q3 		– Sell
-3,793
Closed -$310K – 98
2023
Q2 		$310K Sell
3,793
-38,343
-91% -$2.96M 0.1% 100
2023
Q1 		$3.03M Buy
+42,136
New +$3.11M 0.59% 18

Other funds holding CSGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

CM Wealth Advisors's CSGP Position: Q2 2024 in Review

CM Wealth Advisors sold out of CoStar Group (CSGP) in Q2 2024, closing a stake of 3,761 shares — an estimated $348K sold.

CM Wealth Advisors first reported a position in CSGP in Q1 2023 and held it in 3 quarters. The position peaked at $3.03M in Q1 2023. 766 funds tracked by Wall St. Rank hold CSGP as of Q2 2024.

  • CM Wealth Advisors reported no remaining CoStar Group position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 3,761 CoStar Group shares in Q2 2024, an estimated $348K.
  • CM Wealth Advisors first reported a position in CoStar Group in Q1 2023 and held it in 3 quarters.
  • CM Wealth Advisors's CoStar Group position peaked at $3.03M in Q1 2023.
  • 766 funds tracked by Wall St. Rank held CoStar Group as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.